At a Glance
- Tasks: Manage a diverse portfolio of personal tax clients and provide expert tax advice.
- Company: Join a respected independent firm of Chartered Accountants in Alton.
- Benefits: Enjoy a competitive salary, hybrid working, and excellent career progression.
- Other info: Opportunity to mentor junior team members and work on varied projects.
- Why this job: Make a real impact in tax advisory while developing your skills in a supportive environment.
- Qualifications: ATT/CTA qualified or studying, with previous personal tax experience.
The predicted salary is between 51750 - 63250 £ per year.
Clark Wood are recruiting for a Personal Tax Senior to join a highly regarded independent firm of Chartered Accountants in Alton, Hampshire. This role would suit an experienced Personal Tax Senior, Tax Senior or Private Client Tax professional looking to manage a varied portfolio and develop their tax advisory experience.
The Role
- Managing a portfolio of Personal Tax and Private Clients
- Preparing and reviewing Self Assessment tax returns
- Advising on Capital Gains Tax (CGT), Inheritance Tax (IHT) and tax planning
- Dealing with HMRC correspondence and client queries
- Managing client relationships and deadlines
- Supporting Managers and Partners with tax advisory and ad hoc projects
- Assisting and mentoring junior team members
The Person
- ATT / CTA qualified, studying CTA or QBE
- Previous Personal Tax experience within accountancy practice
- Strong technical knowledge of personal tax compliance and advisory
- Good client management and communication skills
- Able to manage a varied portfolio and meet deadlines
The Offer
- £38,000 - £45,000 salary
- Hybrid and flexible working
- Genuine career progression
- Supportive working environment
- Opportunity to develop within Private Client Tax
Tax Senior in Alton employer: Clark Wood
Clark Wood is an excellent employer, offering a supportive work culture that prioritises employee growth and development. Located in Cannock, the firm provides a competitive salary and the chance to work with a diverse client base, ensuring that every day brings new challenges and opportunities for professional advancement.
We think you need these skills to ace Tax Senior in Alton
Personal Tax Compliance
Tax Advisory
Self Assessment Tax Returns
Capital Gains Tax (CGT)
Inheritance Tax (IHT)
Client Management
Communication Skills